Investment Analyst - AI Infra & Utilities Research

Zimmer Partners LP; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Mentorship from Director of Research

Live portfolio exposure

Corporate access to executives

Growth path in responsibility

Competitive compensation

Job summary

Zimmer Partners LP is seeking an immersive research analyst to work on live investment ideas across AI infrastructure, data centers, power & utilities, and more. You will build detailed financial models and produce concise memos used by senior portfolio managers and researchers.

You will contribute to earnings monitoring, corporate access materials, and primary research projects, with exposure to live decision-making and sector leadership opportunities within a top-tier hedge fund environment.

Qualifications

• Bachelor's degree (or MBA) in finance, economics, engineering, or a related quantitative field.
• Exceptional analytical and quantitative skills; comfort with financial statements and valuation methodologies (DCF, comps, sum-of-the-parts).
• Advanced proficiency in Microsoft Excel; ability to build and navigate complex multi-sheet financial models.
• Strong written and verbal communication skills; ability to distill complex information into clear, actionable insights.
• High intellectual curiosity, strong work ethic, and the ability to thrive in a fast-paced, high-expectations environment.
• Genuine interest in public markets and the energy/infrastructure transition.

Responsibilities

• Build and maintain detailed financial models for companies across the coverage universe, including income statement, balance sheet, and cash flow projections.
• Conduct deep-dive fundamental research on specific companies and industries, synthesizing findings into concise investment memos and presentations.
• Monitor earnings releases, investor days, SEC filings, and news flow for portfolio names and flag material developments to the team.
• Assist in preparing materials for corporate access meetings, including CEO and management team engagements.
• Perform channel checks and primary research to develop differentiated data points and investment theses.
• Analyze industry data including power load forecasts, utility capex budgets, data center pipelines, and construction services backlog trends.
• Support portfolio P&L monitoring and trade idea generation across long/short positions.
• Contribute to ad hoc research projects and sector thematic work as directed by the Director of Research.

Skills

Financial modeling

Analytical skills

Excel expertise

Communication

Public markets

Curiosity

Education

Bachelor's degree (Finance/Economics/Engineering)

MBA (optional)

Tools

Bloomberg

FactSet

Capital IQ

Job description

Zimmer Partners LP is seeking an immersive research analyst to work on live investment ideas across AI infrastructure, data centers, power & utilities, and more. You will build detailed financial models and produce concise memos used by senior portfolio managers and researchers.

You will contribute to earnings monitoring, corporate access materials, and primary research projects, with exposure to live decision-making and sector leadership opportunities within a top-tier hedge fund environment.